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About the Role
The KPMG Family Office, Cross Border Tax practice serves as trusted tax advisors to high net worth individuals and their families, focusing on complex US and Canadian cross-border tax matters and generational wealth transfer strategies. We are seeking motivated tax professionals passionate about continuous learning and resolving complex tax issues, offering exceptional career opportunities.
Responsibilities
- Plan and lead engagements including Canadian and US income tax planning, estate planning and tax compliance.
- Plan workflow and organize teams for the preparation of personal tax returns and review the work of staff for accuracy and completeness.
- Develop relationships, understand client needs, and provide tax solutions and planning strategies.
- Prepare memos and other deliverables by conducting tax research and analyzing complex issues.
- Collaborate with other practices and member firms to attract new business.
Requirements
- Minimum 6 years of experience in cross-border Canada and US personal tax advisory and compliance, including gift and estate planning for HNW individuals and shareholders.
- Proven ability to lead private client engagements and interact effectively with clients.
- Experienced in all facets of project management including team leadership, workflow management, team and client communication, documentation, and managing financial metrics and profitability.
- Strong Microsoft Office software knowledge (Outlook, Word, Excel, PowerPoint).
Skills
- Canadian and US income tax planning
- Estate planning
- Tax compliance
- Personal tax return preparation
- Tax research
- Client relationship management
- Project management
- Team leadership
- Workflow management
- Communication
- Documentation
- Financial metrics management
- Profitability management
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
Location
- Ontario Region
Work Type
- Full-time
Experience Level
- Minimum 6 years of experience
Education Level
- Canadian CPA or US Professional Accounting designation (EA or US CPA) is an asset.
- Completion of the In-depth Tax Course is an asset.
- TEP designation through the Society of Trust and Estate Practitioners (or enrollment) is an asset.
Salary/Compensations
- $115,000 to $165,000
- May be eligible for bonus awards.
Benefits
- Comprehensive and competitive Total Rewards program.
About the Company
- KPMG in Canada's people bring unique perspectives to Canada’s most important challenges, offering opportunities to build momentum, develop future skills, and take ownership of careers.
- Our Values: Integrity, Excellence, Courage, Together, For Better.
Equal Opportunity
- KPMG in Canada is a proud equal opportunities employer committed to creating a respectful, inclusive, and barrier-free workplace.
- We welcome all qualified candidates to apply.
- Adjustments and accommodations are available throughout the recruitment process.